Administrative Assistant (billing and audit)

Title: Customer success coordinator

Location: Holtsville, NY

Position: 3 days per week in office – Monday, Tuesday, Wednesday 8:30 AM to 5:00 PM

Monday and Friday – remote

Job Summary:

Provide support to Customer Success Manager for successful execution of customer’s inventory events. This includes, but is not limited to:

• Upload store address listing to the OMIS database
• Create and release ALL work order(s) (minimum 10 days before ship)
• Create and release documentation for printing (IDs, IPWs, Client-specific flyers)
• Create/Update Region Validity File (if applicable)
• Create/Update District Validity File (if applicable)
• Create/Update Store Validity File and upload
• Post inventory schedule to the LAN and Customer Support Schedule
• Maintain all schedules and manage schedule changes. That often means updating the store changes in multiple places (validity file, schedule on LAN, work order, possible new files) for just a single store date change.
• Engage client re: questions/requests (missing equipment, missing supplies,)
• Facilitate last minute client requests (recall/update/create work orders, update schedules, create documentation)
• Follow up on late/lost shipments to customer
• Create and submit client invoices to Client billing department
• Follow up with client on missing equipment (not returned to ZRS)
• Equipment Forecasting – Post a years’ worth of work orders for all clients

Job Requirements:

• Minimum 2 years of experience in office/business environment
• Proficient in Microsoft Office, specifically Excel
• Ability to multitask, be agile, manage multiple projects
• Ability to learn processes, internal software, quickly and efficiently